Are your business goals aligned with your personal financial plan? 

At Maverick Financial, we're business owners too and understand the importance of building a solid financial foundation and managing key relationships required for your success.  Whether you are a solo act or have many stakeholders, you do not need to go it alone. 

We partner with you to simplify your financial life and provide direction on your next steps. 

We begin by pinpointing your two plans: 

Personal Financial Plan: What is the status of your personal Financial Plan?  We take you through a process to pinpoint your goals and determine if you are on track for achieving those goals.  Then, we identify any blind spots that could inadvertently interfere with your financial plan. 

Business Assessment: Through a series of questions and assessments, we create a financial picture or dashboard of your organization reviewing financial and non-financial measures.  We facilitate quarterly meetings to review and provide guidance on your key measures and steps toward improvement.  Steady progression toward these metrics is vital to enhance the value of your business.

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After your Business Plan is completed and a baseline established, Your One to One meeting schedule is a monthly process to move you forward utilizing these and other topical agendas based on your Plan.

  • Company Cashflow and Financials
  • Human Resources Tools
  • Client Relationships
  • Systems and Processes
  • Leadership Training
  • Group Benefits
  • Buy-Sell Agreements/Succession
  • Business Tax Planning
  • Retirement Plans 
  • Voluntary Benefits
  • Financial Wellness

After your Personal Financial Plan is completed and a baseline is established, Your One to One meeting schedule is a monthly process utilizing these and other topical agendas based on your Plan.

  • Investment Performance
  • Life Insurance
  • Long Term Care
  • Personal Estate Planning
  • Individual Tax Planning
  • College Funding
  • Debt Management
  • Individual Tax Planning
  • Budgeting
  • Social Security Optimization
  • Specific Goal Planning

Additional Added Value Items to support your Business and Personal Financial Plan 

Business Network Exchanges

Quarterly Business Network Exchanges are hosted for a free flow of business ideas with peer-level Business Owners and to build relationships with professionals necessary to enhance your business, such as:

  • Certified Public Accountants
  • Insurance Agents
  • Human Resource Specialists
  • Business Attorneys
  • Human Resource Attorneys
  • Bankers
  • Payroll Specialists
  • Technology Security Specialists
  • Estate Planning Attorneys

Quarterly Seminars and Webinars on Specific Topics

Quarterly Seminars and Webinars are hosted to provide additional insights and on demand knowledge.

  • Human Resource Updates
  • Market Updates
  • Tax Minimization Strategies
  • Protecting Individual Wealth
  • Social Security Strategies
  • Life Insurance Types/ Advanced Protection Strategies
  • Technology Trends
  • Estate Planning Techniques
  • Retirement Plan Updates
  • Medicare Planning
  • Annuities

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